Willis Investment Counsel Diversified Active

CIK: 0001310929 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Feb 14, 2018

Total Value ($000): $1,423,967 (100.0% shares, 0.0% debt)

Holdings (120)

CSCO Cisco Systems Inc 2.5%
Value ($000) $35,436 Shares 925,228 Est. Cost $25.05 Unrealized +11.7%
JNJ Johnson And Johnson 2.4%
Value ($000) $34,294 Shares 245,448 Est. Cost $64.90 Unrealized +71.0%
MSFT Microsoft Corp 2.3%
Value ($000) $32,562 Shares 380,665 Est. Cost $32.55 Unrealized +131.2%
INTC Intel Corp 2.3%
Value ($000) $32,278 Shares 699,261 Est. Cost $22.59 Unrealized +61.8%
PFE Pfizer Inc 2.3%
Value ($000) $32,156 Shares 887,788 Est. Cost $18.14 Unrealized +31.2%
XOM Exxon Mobil Corp 2.0%
Value ($000) $28,597 Shares 341,911 Est. Cost $56.49 Unrealized +1.1%
OXY Occidental Petroleum Corp 2.0%
Value ($000) $28,238 Shares 383,355 Est. Cost $54.24 Unrealized +1.6%
AFL Aflac Inc 1.8%
Value ($000) $25,743 Shares 293,266 Est. Cost $26.37 Unrealized +33.8%
WFC Wells Fargo & Co New Del 1.8%
Value ($000) $25,330 Shares 417,506 Est. Cost $35.61 Unrealized +26.6%
Royal Dutch Shell 1.7%
Value ($000) $23,830 Shares 357,225 Est. Cost $58.92 Unrealized
PAYX Paychex Inc 1.6%
Value ($000) $22,591 Shares 331,825 Est. Cost $33.95 Unrealized +52.1%
GPC Genuine Parts Co 1.6%
Value ($000) $22,327 Shares 235,000 Est. Cost $67.97 Unrealized +6.1%
BB&T Corporation 1.6%
Value ($000) $22,266 Shares 447,832 Est. Cost $36.38 Unrealized
Verizon Communications Com 1.6%
Value ($000) $22,167 Shares 418,802 Est. Cost $49.49 Unrealized
JP Morgan Chase & Co 1.5%
Value ($000) $21,958 Shares 205,328 Est. Cost $88.08 Unrealized
PG Procter & Gamble Co 1.5%
Value ($000) $21,941 Shares 238,797 Est. Cost $64.01 Unrealized +13.5%
MCD Mcdonalds Corp Com 1.5%
Value ($000) $21,500 Shares 124,915 Est. Cost $87.84 Unrealized +57.9%
UPS United Parcel Service 1.5%
Value ($000) $21,113 Shares 177,200 Est. Cost $68.48 Unrealized +26.0%
CAT Caterpillar Inc Del 1.4%
Value ($000) $20,458 Shares 129,826 Est. Cost $64.93 Unrealized +79.1%
KMB Kimberly Clark Corp 1.4%
Value ($000) $20,158 Shares 167,061 Est. Cost $80.07 Unrealized +9.4%
Maxim Integrated Prods 1.4%
Value ($000) $19,720 Shares 377,200 Est. Cost $45.37 Unrealized
Merck & Company, Inc 1.4%
Value ($000) $19,598 Shares 348,287 Est. Cost $63.44 Unrealized
LLY Eli Lilly & Co 1.4%
Value ($000) $19,559 Shares 231,581 Est. Cost $50.84 Unrealized +48.1%
CVX Chevron Corp 1.3%
Value ($000) $18,825 Shares 150,369 Est. Cost $70.54 Unrealized +18.4%
PEP Pepsico Inc 1.3%
Value ($000) $18,698 Shares 155,920 Est. Cost $69.61 Unrealized +27.8%
AT&T Corp 1.3%
Value ($000) $18,609 Shares 478,639 Est. Cost $41.35 Unrealized
Glaxosmithkline PLC 1.3%
Value ($000) $18,583 Shares 523,900 Est. Cost $42.00 Unrealized
APD Air Products & Chemicals 1.3%
Value ($000) $18,131 Shares 110,500 Est. Cost $111.18 Unrealized +17.2%
KO Coca Cola Company 1.2%
Value ($000) $17,682 Shares 385,400 Est. Cost $30.17 Unrealized +18.1%
AEP American Electric Power Co 1.2%
Value ($000) $17,510 Shares 238,000 Est. Cost $34.96 Unrealized +60.4%
WMT Wal-Mart Stores Inc 1.2%
Value ($000) $17,372 Shares 175,922 Est. Cost $20.37 Unrealized +31.6%
RY Royal Bank of Canada 1.2%
Value ($000) $17,106 Shares 209,500 Est. Cost $63.92 Unrealized +24.1%
EMR Emerson Elec Co 1.2%
Value ($000) $16,982 Shares 243,675 Est. Cost $44.46 Unrealized +19.8%
DRI Darden Restaurants Inc 1.2%
Value ($000) $16,664 Shares 173,550 Est. Cost $40.00 Unrealized +68.7%
USB Us Bancorp (new) 1.2%
Value ($000) $16,513 Shares 308,200 Est. Cost $33.50 Unrealized +16.6%
CA INC 1.1%
Value ($000) $16,344 Shares 491,100 Est. Cost $31.77 Unrealized
IBM Intl Business Machines Corp Ibm 1.1%
Value ($000) $15,956 Shares 104,000 Est. Cost $95.18 Unrealized +7.3%
Eaton Corp 1.1%
Value ($000) $15,936 Shares 201,700 Est. Cost $74.15 Unrealized
GIS General Mills Inc 1.1%
Value ($000) $15,902 Shares 268,200 Est. Cost $39.59 Unrealized +2.4%
AAPL Apple Computer 1.1%
Value ($000) $15,834 Shares 93,564 Est. Cost $23.17 Unrealized +68.7%
Duke Energy Corp New 1.1%
Value ($000) $15,828 Shares 188,186 Est. Cost $82.05 Unrealized
Cracker Barrel 1.1%
Value ($000) $15,682 Shares 98,700 Est. Cost $159.77 Unrealized
Valero Energy Corp 1.1%
Value ($000) $15,579 Shares 169,500 Est. Cost $66.92 Unrealized
LMT Lockheed Martin Corp 1.1%
Value ($000) $15,250 Shares 47,500 Est. Cost $184.40 Unrealized +37.5%
General Electric 1.1%
Value ($000) $15,249 Shares 873,896 Est. Cost $27.11 Unrealized
Price T Rowe Group Inc 1.0%
Value ($000) $14,764 Shares 140,700 Est. Cost $69.20 Unrealized
VOD Vodafone Group 1.0%
Value ($000) $14,467 Shares 453,500 Est. Cost $28.75 Unrealized
BA Boeing Company 1.0%
Value ($000) $13,608 Shares 46,140 Est. Cost $128.52 Unrealized +100.3%
BP Bp Plc Spon Adr 1.0%
Value ($000) $13,562 Shares 322,670 Est. Cost $38.35 Unrealized
TGT Target Corp Com 1.0%
Value ($000) $13,533 Shares 207,400 Est. Cost $42.68 Unrealized +12.6%
TXN Texas Instruments Inc 0.9%
Value ($000) $13,451 Shares 128,796 Est. Cost $42.63 Unrealized +82.1%
PM Philip Morris Intl Inc 0.9%
Value ($000) $12,893 Shares 122,036 Est. Cost $52.85 Unrealized +31.7%
SYY Sysco Corporation 0.9%
Value ($000) $12,401 Shares 204,200 Est. Cost $42.65 Unrealized +7.4%
ABBNY ABB LTD 0.9%
Value ($000) $12,198 Shares 454,800 Est. Cost $23.36 Unrealized
Travelers Cos Inc 0.9%
Value ($000) $12,135 Shares 89,464 Est. Cost $120.83 Unrealized
FE First Energy Corp 0.8%
Value ($000) $11,850 Shares 387,000 Est. Cost $22.26 Unrealized +4.7%
Torchmark Corp 0.8%
Value ($000) $11,816 Shares 130,257 Est. Cost $60.32 Unrealized
DG Dollar General Corp 0.8%
Value ($000) $11,667 Shares 125,435 Est. Cost $55.79 Unrealized +38.8%
BMY Bristol-Myers Squibb Co 0.8%
Value ($000) $10,838 Shares 176,864 Est. Cost $44.35 Unrealized +4.8%
PPL Corp 0.7%
Value ($000) $10,650 Shares 344,100 Est. Cost $37.29 Unrealized
RGA Reinsurance Group America 0.7%
Value ($000) $10,624 Shares 68,132 Est. Cost $76.00 Unrealized +99.2%
3m Company 0.7%
Value ($000) $10,023 Shares 42,582 Est. Cost $198.21 Unrealized
FAST Fastenal Co 0.7%
Value ($000) $9,554 Shares 174,700 Est. Cost $8.66 Unrealized +15.9%
SO Southern Company 0.7%
Value ($000) $9,543 Shares 198,440 Est. Cost $29.25 Unrealized +24.6%
Waste Management Inc New 0.7%
Value ($000) $9,502 Shares 110,100 Est. Cost $73.64 Unrealized
DLB Dolby Laboratories, Inc CL A 0.6%
Value ($000) $9,255 Shares 149,275 Est. Cost $46.70 Unrealized +15.6%
HAS Hasbro Inc 0.6%
Value ($000) $9,253 Shares 101,800 Est. Cost $55.22 Unrealized +27.4%
WLY Wiley John & Sons Cl A 0.6%
Value ($000) $8,960 Shares 136,270 Est. Cost $29.34 Unrealized +52.1%
Total SA 0.6%
Value ($000) $8,853 Shares 160,150 Est. Cost $50.59 Unrealized
CPB Campbell Soup Co 0.6%
Value ($000) $8,804 Shares 183,000 Est. Cost $42.38 Unrealized -14.4%
Varian Medical Systems 0.6%
Value ($000) $8,651 Shares 77,830 Est. Cost $91.14 Unrealized
CHUBB LTD 0.6%
Value ($000) $8,615 Shares 58,956 Est. Cost $139.92 Unrealized
CLX Clorox Co Del Com 0.6%
Value ($000) $8,556 Shares 57,520 Est. Cost $105.38 Unrealized +2.0%
Amdocs Limited 0.6%
Value ($000) $8,245 Shares 125,923 Est. Cost $60.99 Unrealized
Kellogg 0.6%
Value ($000) $8,085 Shares 118,925 Est. Cost $46.09 Unrealized -3.0%
Medtronic Inc 0.6%
Value ($000) $7,876 Shares 97,533 Est. Cost $80.56 Unrealized
MUR Murphy Oil Corp 0.5%
Value ($000) $7,809 Shares 251,500 Est. Cost $24.66 Unrealized -15.9%
Conocophillips 0.5%
Value ($000) $7,807 Shares 142,239 Est. Cost $50.88 Unrealized
KHC Kraft Heinz Company 0.5%
Value ($000) $7,485 Shares 96,252 Est. Cost $52.96 Unrealized +0.8%
AXP American Express 0.5%
Value ($000) $7,177 Shares 72,265 Est. Cost $61.49 Unrealized +38.6%
Apache Corp 0.5%
Value ($000) $7,174 Shares 169,910 Est. Cost $54.97 Unrealized
ADP Automatic Data Proc 0.5%
Value ($000) $7,172 Shares 61,200 Est. Cost $75.12 Unrealized +28.0%
IFF Intl Flavors & Fragrance 0.5%
Value ($000) $7,154 Shares 46,878 Est. Cost $63.43 Unrealized +92.1%
Nordstrom Inc 0.5%
Value ($000) $6,818 Shares 143,900 Est. Cost $39.53 Unrealized
MSM MSC Industrial 0.4%
Value ($000) $6,114 Shares 63,250 Est. Cost $80.47 Unrealized +3.8%
MUSA Murphy Oil Corp USA 0.4%
Value ($000) $5,960 Shares 74,162 Est. Cost $43.55 Unrealized +68.6%
Ensco PLC SHS CL A 0.4%
Value ($000) $5,525 Shares 934,847 Est. Cost $7.88 Unrealized
MOS Mosaic Company 0.4%
Value ($000) $5,455 Shares 212,575 Est. Cost $18.92 Unrealized +6.7%
RCI Rogers Communications 0.4%
Value ($000) $5,273 Shares 103,535 Est. Cost $41.23 Unrealized +26.4%
Lab Corp Of Amer 0.4%
Value ($000) $5,037 Shares 31,575 Est. Cost $143.58 Unrealized
KR Kroger Co 0.3%
Value ($000) $4,903 Shares 178,610 Est. Cost $26.13 Unrealized -25.0%
Healthcare Realty TR REIT 0.3%
Value ($000) $4,499 Shares 140,060 Est. Cost $30.32 Unrealized
Facebook Inc 0.3%
Value ($000) $4,249 Shares 24,080 Est. Cost $142.03 Unrealized
BHP BHP Billiton Ltd 0.2%
Value ($000) $3,363 Shares 73,135 Est. Cost $51.97 Unrealized
Advance Auto Parts Inc 0.2%
Value ($000) $3,301 Shares 33,115 Est. Cost $148.27 Unrealized
Ashmore Group Ltd 0.2%
Value ($000) $2,284 Shares 416,787 Est. Cost $4.43 Unrealized
Hilton Food Group PLC 0.2%
Value ($000) $2,270 Shares 194,215 Est. Cost $8.25 Unrealized
PLSDF Pulse Seismic Inc 0.2%
Value ($000) $2,267 Shares 890,605 Est. Cost $2.22 Unrealized +13.8%
BLBD Blue Bird Corp 0.2%
Value ($000) $2,212 Shares 111,152 Est. Cost $10.39 Unrealized +90.5%
STRL Sterling Construction 0.2%
Value ($000) $2,144 Shares 131,719 Est. Cost $7.66 Unrealized +115.1%
SEB Seaboard Corp 0.1%
Value ($000) $2,130 Shares 483 Est. Cost $3603.26 Unrealized +18.1%
RL Ralph Lauren Corp 0.1%
Value ($000) $2,031 Shares 19,586 Est. Cost $96.42 Unrealized -18.4%
VSEC VSE Corp 0.1%
Value ($000) $2,006 Shares 41,414 Est. Cost $36.53 Unrealized +31.5%
CNRD Conrad Industries 0.1%
Value ($000) $1,724 Shares 103,253 Est. Cost $23.60 Unrealized -23.8%
Patriot Transportation 0.1%
Value ($000) $1,705 Shares 98,102 Est. Cost $19.94 Unrealized
Echelon Financial Holdings Inc. 0.1%
Value ($000) $1,693 Shares 165,078 Est. Cost $10.71 Unrealized
Natl Research Corp B 0.1%
Value ($000) $1,612 Shares 28,751 Est. Cost $35.28 Unrealized
DIT Amcon Distributing 0.1%
Value ($000) $1,577 Shares 17,553 Est. Cost $81.19 Unrealized -5.4%
Homeserve PLC 0.1%
Value ($000) $1,155 Shares 105,492 Est. Cost $11.16 Unrealized
NRC Natl Research Corp A 0.1%
Value ($000) $1,118 Shares 29,965 Est. Cost $22.73 Unrealized +56.2%
HWDJF Howden Joinery 0.1%
Value ($000) $1,104 Shares 174,885 Est. Cost $5.52 Unrealized +6.4%
Sanofi-Aventis 0.1%
Value ($000) $1,088 Shares 25,300 Est. Cost $45.44 Unrealized
Leucadia Natl Corp 0.1%
Value ($000) $1,010 Shares 38,120 Est. Cost $23.26 Unrealized
GIL Gildan Activewear Inc 0.1%
Value ($000) $982 Shares 30,415 Est. Cost $26.74 Unrealized +2.3%
Civeo Corp 0.0%
Value ($000) $466 Shares 17,050 Est. Cost $2.93 Unrealized
Wisdomtree Total Div Fund 0.0%
Value ($000) $330 Shares 3,553 Est. Cost $83.86 Unrealized
FLO Flowers Foods, Inc 0.0%
Value ($000) $268 Shares 13,882 Est. Cost $13.91 Unrealized -0.0%
OEF IShares S&P 100 0.0%
Value ($000) $216 Shares 1,822 Est. Cost $111.42 Unrealized
Mycelx Technologies Corp 0.0%
Value ($000) $13 Shares 10,360 Est. Cost $0.39 Unrealized
Puresafe Water Systems Inc 0.0%
Value ($000) $0 Shares 14,000 Est. Cost Unrealized